IN THIS ARTICLE

  • Material filter: Overview
    • Text Guide:
    • Navigate to Stock Views page
    • Filter by Material
    • Filter by Material tags

Material filter: Overview

The Material name filter on the Stock Views page shows the stock of a single material across all entities in a domain, entities with a tag, or a single entity.

The Material tag  filter shows stock of a tagged group of materials across all entities in a domain, entities with a tag, or a single entity, 


 NOTE:
You can use the material filter in combination with the Entity tag for a more specific subset of this information.

TEXT GUIDE


Navigate to the Stock Views page

  1. Click on the Inventory tab on the main menu
  2. Select the Stock Views tab from the drop-down





Filter using material name

  1. Enter the first alphabet(s) of the material name in the Material field
  2. Select a material from the list

  3. View a list of the current stock levels of the specific material in a tabular format

  4. View the number of rows displayed on the page and the total number
  5. Click on the small domain icon to switch to that domain (Only applicable wherever a domain name is specified). Clicking on the icon will pop a confirmation box, before switching to that domain (This icon is visible to administrators and super users only)

  6. The listings are in alphabetical order of entity name, rows are colored based on stock availability

    • Normal stock: no colour
    • Stockouts: red (zero stock)
    • <min stock: pink (minimum level represents the minimum quantity of the stock that should be held at all times)
    • > max: blue (maximum level represents the upper limit of the stock that should be held)

  7. View the name of the Entity

  8. View the Stock on hand, the amount of material or inventory that an entity company has available at a particular time

  9. View the allocated stock, the quantity of inventory existing in storage but set aside for a use
  10. View the quantity of material available, committed on-hand inventory available to service current requirements
  11. View In-transit stock, Goods that have departed from the dispatch, loading, or shipping point but have not yet arrived at the receipt, offloading, or delivery point. Also called in transit inventory or stock in transit
  12. View Availability in months,  quantity of material at hand divided by average monthly consumption or sales
  13. View the minimum level of material that should be stocked at the entity below which the stock of materials should not fall 
  14. View the maximum quantity of material above which the stock of any item should not normally be allowed to go. It is the upper level of the inventory and the quantity that must not be exceeded without specific authority from management
  15. Click on the small down arrow near OR max
  16. View recent abnormal incident for the event (<min/>max/stock out): the material, entity at which the abnormality occurred, starting date, ending date and duration in days
  17. Click on the X to close the box
  18. View the date and time stamp of when the records were last updated
  19. Click on the small clock icon
  20. View the history of recent abnormal stock incidents (< min., > max, stock out) for the material: minimum and maximum recommended quantities, consumption rate of the material, when the record was last updated and by whom
  21. Click on the X to close the table
  22. Click on the map icon 
  23. See a map view of the same data
  24. Location tags are colored according to stock availability:
    • < min: yellow
    • >max: blue
    • red: stock out
    • white: normal
  25. Click on the satellite button for a satellite view
  26. Click on Reset to clear all filters

 The Material filter can be used ONLY in combination with the Entity tag filter








Filter using Material Tags

  1. Click on Entity Tags
  2. Select a material tags from the list that drops down
  3. View a tabular list of all entities which match the tag applied, the table view is the default view of this page
  4. View the number of rows displayed on the page and the total number of listings, click on the load more button to load moe listings
  5. Click on the small domain icon to switch to that domain (Only applicable wherever a domain name is specified). Clicking on the icon will pop a confirmation box, before switching to that domain (This icon is visible to administrators and superusers only)
  6. View the list of entities in alphabetical order
  7. View the name of the Entity, and its location details below it
  8. View the temperature status of all monitored assets in the store as a doughnut chart
  9. View the number of materials available at respective entities

  10. View the Total stock of each material across all entities at the bottom of the page

  11. The legend at the bottom of the page explains what the different color conditional formatting on the cells indicates:

    • Normal stock: no color
    • Stockouts: red (zero stock)
    • <min: pink (minimum level represents the minimum quantity of the stock that should be held at all times)
    • > max: blue (maximum level represents the upper limit of the stock that should be held)
  12. Click on the map icon to see a map view of the data with all the entities that have been geo-tagged
  13. Click on the Do not cluster checkbox to uncluster the geo-location tags
  14. Click on the Satellite button to toggle to a satellite view
  15. Click on the geo-location clusters to drill down to the map pins of individual stores
  16. View materials at the specific store